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Invoices

Set when a customer will pay

invoices_set_expected_date · Changes data · Markdown

Notes the day a customer says they will pay an invoice, so the cash flow forecast counts the money then, even when the invoice is overdue.

Free

This tool costs nothing to call.

An example

Hotel Elbblick says they will pay INV-0042 on the 30th. Count it in the forecast for that day.

Your agent callsinvoices_set_expected_dateFree

The example business is Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff. The reply is the one the tool really gives.

With these arguments
{
  "invoice_id": "2d9c4e7b-1a3f-4c5d-8e6f-0b1a2c3d4e5f",
  "date": "2026-10-30"
}
What comes back
{
  "invoice": {
    "invoice_id": "2d9c4e7b-1a3f-4c5d-8e6f-0b1a2c3d4e5f",
    "kind": "invoice",
    "number": "INV-0042",
    "status": "sent",
    "currency": "EUR",
    "issue_date": "2026-10-14",
    "due_date": "2026-10-28",
    "overdue": false,
    "days_overdue": 0,
    "expected_date": "2026-10-30",
    "customer": {
      "contact_id": null,
      "company_id": null,
      "name": "Hotel Elbblick GmbH",
      "email": "lukas.meyer@hotel-elbblick.example",
      "address": "Elbchaussee 120\n22763 Hamburg",
      "tax_id": "",
      "country": null
    },
    "total": "13887.30",
    "total_formatted": "€13,887.30",
    "amount_paid": "0.00",
    "balance": "13887.30",
    "balance_formatted": "€13,887.30",
    "public_url": "https://cncto.co/i/5kPtd7Btbyig8sZfTYc1ztl1Evi-B9nu",
    "created_at": "2026-10-14T08:00:00+00:00",
    "sent_at": "2026-10-14T08:00:00+00:00",
    "credited": "0.00",
    "items": [
      {
        "description": "Bistro chair, beech\nStackable, for terraces",
        "quantity": "40",
        "unit_price": "320",
        "tax_rate": "19",
        "discount_percent": "10",
        "amount": "12800.00",
        "discount": "1280.00",
        "tax": "2188.80",
        "total": "13708.80"
      },
      {
        "description": "Delivery and setup",
        "quantity": "1",
        "unit_price": "150",
        "tax_rate": "19",
        "discount_percent": "0",
        "amount": "150.00",
        "discount": "0.00",
        "tax": "28.50",
        "total": "178.50"
      }
    ],
    "totals": {
      "subtotal": "12950.00",
      "subtotal_formatted": "€12,950.00",
      "discount": "1280.00",
      "discount_formatted": "€1,280.00",
      "tax": "2217.30",
      "tax_formatted": "€2,217.30",
      "total": "13887.30",
      "total_formatted": "€13,887.30",
      "credited": "0.00",
      "credited_formatted": "€0.00",
      "amount_paid": "0.00",
      "amount_paid_formatted": "€0.00",
      "balance": "13887.30",
      "balance_formatted": "€13,887.30",
      "taxes": [
        {
          "rate": "19",
          "base": "11670.00",
          "amount": "2217.30",
          "amount_formatted": "€2,217.30"
        }
      ]
    },
    "supply": {
      "label": "Date of supply",
      "text": "October 14, 2026",
      "from": "2026-10-14",
      "until": "2026-10-14"
    },
    "tax_exemption": null,
    "tax_note": null,
    "vat_exchange_rate": null,
    "national_vat": null,
    "e_invoice": null,
    "notes": "",
    "payment_link": null,
    "business": {
      "name": "Hansen & Voss GmbH",
      "address": "Billbrookdeich 112\n22113 Hamburg\nGermany",
      "tax_id": "DE123456789",
      "email": "billing@hansenvoss.example",
      "phone": "+49 40 66969 100",
      "logo_file_id": "",
      "footer": "Please pay by bank transfer to Hansen & Voss GmbH\nIBAN DE89 3704 0044 0532 0130 00, BIC COBADEFFXXX",
      "tax_label": "VAT",
      "paper": "a4",
      "country": "DE",
      "legal_notes": "Hansen & Voss GmbH, Amtsgericht Hamburg HRB 123456\nManaging directors: Clara Hansen, Henrik Voss",
      "document_language": ""
    },
    "pdf": {
      "file_id": "f0071eac-7db7-41b1-a48b-653063dc40b4",
      "name": "Invoice INV-0042.pdf",
      "content_type": "application/pdf",
      "size": "582 bytes",
      "size_bytes": 582,
      "sha256": "7a628ee1199dd863f0236a61a39b6729a977b4ea18a669e9930a57280cb2326e",
      "created_at": "2026-10-14T08:00:00+00:00",
      "download_url": "https://cncto.co/d/f0071eac-7db7-41b1-a48b-653063dc40b4?t=eyJmIjoiZjAwNzFlYWMtN2RiNy00MWIxLWE0OGItNjUzMDYzZGM0MGI0IiwiZXhwIjoxNzkyNjkyMjY0fQ:1xJafo:Ow1J42vMf840C5KYLt00bMUBs_Mgya3J0zCwpLob4xQ",
      "link_expires_in_hours": 24
    },
    "payments": [],
    "quote_id": null,
    "credit_notes": [],
    "viewed_at": null,
    "accepted_at": null,
    "declined_at": null,
    "paid_at": null,
    "voided_at": null,
    "void_reason": null,
    "last_emailed_at": null,
    "reminders_sent": 0,
    "history": [
      {
        "at": "2026-10-14T08:00:00+00:00",
        "event": "created",
        "detail": "",
        "by": "key 4101 (Pip)"
      },
      {
        "at": "2026-10-14T08:00:00+00:00",
        "event": "sent",
        "detail": "INV-0042",
        "by": "key 4101 (Pip)"
      }
    ]
  }
}

Use it when

A customer promises a payment date, or says when a late invoice will be paid.

What it does

The day a customer said they would pay an invoice that is sent and not paid yet, like Xero's expected date: the cash flow forecast (books_report cash_forecast) counts the invoice on that day, even one already overdue, which it otherwise leaves out. null clears it.

What comes back

invoice: the invoice with its expected_date (null when cleared). Every reply also carries cost_usd and balance_usd.

Inputs

NameTypeWhat it is
invoice_idRequiredstringThe invoice_id invoices_create returned (quotes and credit notes have one too). Exactly 36 characters.
dateRequiredstring or nullYYYY-MM-DD, or null to go back to the default. Matches ^\d{4}-\d{2}-\d{2}$.

The call

Over MCP, call invoices_set_expected_date on https://api.conecto.chat/mcp/invoices. Over REST:

Terminal
curl -X POST https://api.conecto.chat/v1/tools/invoices_set_expected_date \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"invoice_id":"2d9c4e7b-1a3f-4c5d-8e6f-0b1a2c3d4e5f","date":"2026-10-30"}'

When it refuses

A refused call costs nothing and says what to do next.

CodeWhenWhat to do
not_found404No quote or invoice of the business has that invoice_id.Find it with invoices_list and use its invoice_id.
not_owed409The invoice is a draft, paid or void, or it is a quote, so nobody owes it.Give the date to a sent invoice that is not paid yet.
invalid_input400The date is not valid.Send it like 2026-10-30, or null to clear it.

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